Premier Relationship Manager (BM, BM, HM 11)

HSBC
Bermuda
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Relationship management","Business development","Interpersonal skills","Communication","Negotiation"]

Manage and engage proactively with high-net-worth clients in HSBC’s International Wealth & Premier Banking team. Drive growth, acquisition, and retention of affluent/premier customers by delivering holistic full-service banking and wealth management solutions. Meet the needs of a customer base with flexibility to meet clients outside the office as needed, and generate new business by leading business development initiatives.

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FursaFursa
HSBC
HSBC
1 day ago

Premier Relationship Manager (BM, BM, HM 11)

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Last checked: 7 hours agoStatus: Live

Job Summary

Manage and engage proactively with high-net-worth clients in HSBC’s International Wealth & Premier Banking team. Drive growth, acquisition, and retention of affluent/premier customers by delivering holistic full-service banking and wealth management solutions. Meet the needs of a customer base with flexibility to meet clients outside the office as needed, and generate new business by leading business development initiatives.
Location: Bermuda
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Proactively manage and engage high-net-worth clients by anticipating their needs and fulfilling their personal banking requirements.
  • •Drive growth, acquisition, and retention of affluent/premier customers with holistic full-service banking and wealth management solutions.
  • •Meet the needs of a high net worth customer base, including flexibility to meet clients outside the office as needed.
  • •Generate new business and manage business development initiatives.

Key Requirements

  • •Strong business development and relationship management skills, with the ability to build trust-based relationships.
  • •Professional designation in Investments (e.g., Series 7, Certified Securities Certificate or equivalent).
  • •Proven ability to meet the needs of clients in a customer-driven environment and deliver creative, flexible customer solutions.
  • •Preferred knowledge of consumer credit, specifically mortgage applications.
  • •Excellent interpersonal skills plus strong written and verbal communication skills, including effective negotiation skills.
Skills:Relationship managementBusiness developmentInterpersonal skillsCommunicationNegotiation
Certifications:Series 7Certified Securities Certificate

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn